+357.4%
SOXL vs VIG
+16.9%
+340.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.5% | +10.3% | +13.0% |
| 7D | +5.3% | -0.4% | +5.8% | +8.0% |
| 30D | -11.2% | -1.0% | -10.2% | -6.8% |
| 3M | -55.4% | +2.8% | -58.1% | -62.0% |
| 6M | +107.1% | +8.2% | +98.9% | +33.5% |
| YTD | +179.0% | +11.0% | +168.0% | +55.1% |
| 1Y | +357.4% | +16.1% | +341.2% | +123.4% |
| All | +357.4% | +16.9% | +340.5% | +123.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling